Money Purchase · DOL Form 5500 · 2023
South Central Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 8,750
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $14,743
- Avg per participant Low balance/head
Official DOL plan name: South Central Annuity Fund · Sponsored by South Central Annuity Fund · Texas · Construction
$129M in assets, 8,750 participants
South Central Annuity Fund's South Central Annuity Fund reported $129M in total assets and 8,750 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,243 in Construction (9,030 peers)
Coverage in Texas
South Central Annuity Fund covers 8,750 participants in Texas, 13x the typical Texas plan (state average ~688 per filing). Assets: $129M.
- #8,243
- in Construction (9,030 peers)
- +20.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
South Central Annuity Fund's outsized position by total assets
South Central Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$129,002,890 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
South Central Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Central Annuity Fund lands in the large band (8,750 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Central Annuity Fund reported net income rose from -$484K in the plan year 2022 filing to $22M in the plan year 2023 filing.
- South Central Annuity Fund end-of-year assets rose from $107M in the plan year 2022 filing to $129M in the plan year 2023 filing.
- South Central Annuity Fund reported participants rose from 8,341 in the plan year 2022 filing to 8,750 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 352409603 · South Central Annuity Fund PY 2023 · Money Purchase
South Central Annuity Fund · $129M · 8,750 · 93rd
- ASSETS $129M
- PCT 8,750
- EIN 93rd
- RANK Money Purchase
- PHOTO near NECA-IBEW 177 Pension Fund
- IND ind #8243
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Texas →
South Central Annuity Fund in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $22M |
| Employer EIN | 352409603 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Central Annuity Fund)
Sponsor-wide plan assets over time
All South Central Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $142M 31.80251008890085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,341 | $107M |
| 2023 | 1 | 8,750 | $129M |
| 2024 | 1 | 8,884 | $142M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
Scale composition for South Central Annuity Fund
South Central Annuity Fund reports $129M in end-of-year assets across 8,750 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $14,743 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.
This plan identity (EIN 352409603, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $107M to $142M (+31.8%) while covered participants moved from 8,341 to 8,884 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,341 | $107M | Open filing |
| 2023 | 8,750 | $129M | This page |
| 2024 · index core | 8,884 | $142M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- South Central Annuity Fund (Money Purchase, $142M, 8,884 participants)
South Central Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is NECA-IBEW 177 Pension Fund in FL ($129M); by covered participants it is Employees Retirement Plan of Marshfield Clinic in WI (9,068 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- NECA-IBEW 177 Pension Fund (FL) $129M · 1,443
- Iron Workers Local 401 Annuity Fund (PA) $129M · 995
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $128M · 2,849
- Dechert LLP Pension Plan No. 1 for Partners (PA) $127M · 253
Similar participant headcount
Nearest other-state filings by covered participants (8,750 participants); asset peers above are excluded.
- Employees Retirement Plan of Marshfield Clinic (WI) 9,068 · 318 off
- New England Electrical Workers Money Purchase Plan and Trust (CT) 8,403 · 347 off
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) 8,337 · 413 off
- Rhode Island Laborers Annuity Fund (RI) 9,169 · 419 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.